DOSSIER · 13F Holders · Q2 2026
LSIIX

Loomis Sayles Investment Grade Bond Y (LSIIX)

2 institutions still hold Loomis Sayles Investment Grade Bond Y (LSIIX) as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 543487136·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$18K
visible holders
Holders
2
filers reporting
Concentration
77.52%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported LSIIX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 77.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$14K1K0.00%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$4K4050.00%Q1 2026